Athyra Financial Partners
RIAState Registered
Total AUM
$8M
Discretionary
$8M
100% of AUM
Avg account
$381K
Accounts
21
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 340781
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.5%
- Individuals12.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Athyra Financial Partners, LLC is an independent, individual-owned registered advisory firm that serves high-net-worth individuals and families. The firm charges fees as a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. According to its filings, Athyra does not market itself as an ESG investor, does not act as a capital allocator, and identifies its primary client base as individual and family clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations